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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-11-14 |
Branch Locations
12920 Metcalf Avenue Suite 210, Overland Park, KS 66213 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | St. Louis | MO | 10/2019 | 01/2020 |
| Midwest Cabinet Company | Ottawa | KS | 04/2013 | 11/2024 |
| Pruco Securities, Llc. | St. Louis | MO | 05/2020 | 11/2024 |
| Prudential Insurance Company Of America | St. Louis | MO | 05/2020 | Present |
| Lpl Enterprise, Llc | St. Louis | MO | 11/2024 | Present |
1) 10/29/2024 - Expedition Financial Services - Offers financial planning and investment advisory services and programs - Registered Investment Advisor DBA - Inv Related - At OVERLAND PARK, KS - Start Date 06/01/2022 - 160hrs/mth - 160hrs/mth During Trading 2) 08/07/2025-Summit Retirement Solutions-Owner-Business Entity For Tax/Investment Purposes Only-Inv related-At Ottawa, KS-Start date 02/03/2025-0hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-31 |
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